With Intrexx, document templates for the following word-processing programs
can be generated from application view pages:
is already included when Intrexx is installed.
iText can be preset in the portal properties.
iText can be implemented for generating
simple reports without images and/or tables; this word-processing
program is, however, not recommended for more complex reports.
Documents can only be generated from data from the same data group or
child data group.
Integrating data from deeper levels is not possible.
1. Install the text editor
To get the full functionality of document generation, a suitable word processing system for processing *.odt files (e.g. Open Office / Libre Office
) should be installed. When you create document templates, the program should be open and the program path should be entered in the main menu Extras / Options / General settings / External programs
. If you don't specify an external program, you will be reminded of this with a notification when configuring the template generation.
2. Configure the document generation
Create a new application
the Basic application
Open the properties
Activate the setting Use for document generation
on the Documents
Then click on Create new document
Enter a template name and then click on Next
The table, which is on the view page, is already selected for the template context here.
From the table,
are generated which are used as textmarkers in the template.
Buttons on the view page will not be included in the template.
In the Portal properties
, you can define presets for the template's layout.
3. Configure a button
So that users can trigger the document generation, you need a button with the action Create Document
on the view page configured for document generation.
The generation will attempt to position the elements in accordance with the view page's layout but this cannot be guaranteed. The data from the view page will be placed dynamically in the new document in place of the placeholders. Tables are constructed using Velocity markup here. If your document has a page break, you can decide whether the heading should be repeated. Select the template that should be used to generate the documents when the user clicks on the button. The following output formats can be selected:
uses the format configured in the Portal properties.
Same as template
outputs in the .ODT format.
generates the document as a PDF.
If a report is generated by a user in the browser or another end device, the corresponding word-processing program must be open.
With the process element Document action
, a document can be generated when a data record is added or changed; this document can then be saved directly to a data record.